We hope that you are utilizing the PSG Dashboard to keep your financial life organized. The PSG Dashboard allows you to track and manage all of your important information including retirement plans, bank accounts, insurance policies, credit cards and estate documents all in one place! If you are not set-up on our new system and would like to, please contact your advisor to get started today!
Using the PSG Dashboard to track and manage your accounts allows you and your advisor to easily update your goals, objectives and priorities in real-time during your annual review. Meeting with your financial advisor to review your situation and financial plan annually is recommended. Financial Planning is an ongoing process and it is important to re-examine your goals in order to ensure that your plan is still on-track.